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Please note that information on the 'Professional' site is tailored to investment professionals. If you choose to continue to this site you will be logged out of Account management.

Please note that information on the 'Investing with adviser' site is tailored to personal investors with advisers. If you choose to continue to this site you will be logged out of Account management.

Please note that if you choose to continue you will be logged out of Account Management and you will be taken out of the dedicated Fidelity Wealth Management website.

Please note that if you choose to continue you will be logged out of Account Management and you will be taken out of the dedicated Fidelity Wealth Management website.

Remove all funds

Are you sure you want to remove all funds from your selection?

Know where you’re going when your pensions are in one place

Bring your pensions together in one place and you could earn £100 to £1,500 cashback (T&Cs apply).

Pensions with a number of providers? You could plan ahead more effectively if you bring them together in a Fidelity Self-Invested Personal Pension (SIPP).

Important information

Pension transfers can be complex and some types of pension, in particular those with guaranteed benefits, such as defined benefit schemes and pensions with safeguarded benefits, are not eligible for this offer. Advised transfers and re-registrations are not eligible for this offer. If you need more time to decide whether transferring your pension to us is right for you, please note that we run cashback offers on a regular basis and you may wish to wait until the next offer period. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the charges, features and services offered. To find out what else you should consider before transferring, please read the SIPP transfer factsheet (PDF).

Transfer your pension to a Fidelity SIPP

Why transfer your pensions?

Easy access - A single statement showing all your investments in one place making your pension pots more manageable.

Low cost - We won't charge you to transfer your pension to us. In fact, we'll also pay up to £500 towards any exit fees from your current provider. Terms & Exclusions apply.

Track your investments - Our desktop site is simple to use and available 24/7 to help you keep track of your activities and monitor your investments.

Wide investment options - Choose from our wide range of funds, or use our expert tools to guide you to the perfect blend of investments.

Dedicated customer service - Available six days a week for information, support or guidance - our UK call centre is here to help you get the most out of your investments.

Get cashback when you transfer

As well as helping you keep an eye on costs and giving you access to a wealth of Fidelity guidance:

We won’t charge you to transfer to us

Transfer your pensions to us in cash and you could earn £100 to £1,500 cashback if you apply by 1 September 2017 (Exclusions and T&Cs apply)

If your current providers charge exit fees, we’ll reimburse you up to £500 (T&Cs apply)

Pension consolidation allows you to see everything you hold with us and exactly what it’s worth in one place. This gives you more time to concentrate on choosing the investment options that could help you reach your retirement goals.

You transfer

We pay you

£50,000-£99,999

£100

£100,000-£149,999

£200

£150,000-£199,999

£250

£200,000-£299,999

£350

£300,000-£399,999

£500

£400,000-£499,999

£750

£500,000-£749,999

£1,000

£750,000 or over

£1,500

Transfer your pension to a Fidelity SIPP

Get cashback when you transfer

Important information about the cashback offer

The maximum cashback we’ll pay is £1,500 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Only cash transfers in will qualify for the Offer. If you transfer in cash, the provider you are transferring from will sell your investments and send the proceeds directly to us. We will hold them as cash within your account until you decide what you would like to invest in. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 30 June 2017 and midnight on 1 September 2017.

You can track your pension transfer and the status of each request online. Should you change your mind you can contact us and we will make reasonable endeavours to stop any transactions still in progress.

If you need more time to decide whether transferring your pension to us is right for you, please note that we run cashback offers on a regular basis and you may wish to wait until the next offer period.

Please remember that the value of investments can go down as well as up so you may not get back the amount you originally invest. You cannot normally access money invested in a SIPP until the age of 55.

Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.

Open a SIPP

Guides and Tools

Important information

Fidelity Personal Investing does not give personal recommendations so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant Key Investor Information Document (KIID) and/or the Fund Specific Information (FSI) and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP you should also read the Fidelity SIPP Key Features document incorporating the Fidelity SIPP Terms and Conditions. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.